IEFA ISHARES TR

SHS (fund)

1,982 managers (2,004 13F filers) reported a position in IEFA shares at 2024-12-31, 1,415,687,260 shares in all. 104 filers opened a position and 96 filers sold out during the quarter.

Managers: 1,982
13F filers: 2,004
New: 104
Added: 908
Reduced: 603
Sold out: 96
Shares held by filers: 1,415,687,260

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
BFSG, LLC	1,752	$123K	0.01%	+305	13F-HR Timeline
Provident Wealth Management, LLC	1,724	$121K	0.04%	0	13F-HR Timeline
Pillar Financial Advisors, LLC	1,663	$117K	0.09%		13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	1,653	$116K	0.03%	-94	13F-HR Timeline
Millstone Evans Group, LLC	1,637	$115K	0.08%		13F-HR Timeline
WINTRUST INVESTMENTS LLC	1,636	$115K	0.1%	+841	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,628	$114K	0.07%	0	13F-HR Timeline
Bradley & Co. Private Wealth Management…	1,617	$114K	0.07%		13F-HR Timeline
Wood Tarver Financial Group, LLC	1,599	$112K	0.04%		13F-HR Timeline
Tradewinds Capital Management, LLC	1,571	$110K	0.03%	-282	13F-HR Timeline
Nova Wealth Management, Inc.	1,525	$107K	0.09%		13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	1,518	$107K	0.08%		13F-HR Timeline
Brooklyn Investment Group	1,515	$106K	0.03%	new	13F-HR Timeline
LGT Financial Advisors LLC	1,495	$105K	0.23%	-9	13F-HR Timeline
Compass Wealth Management LLC	1,477	$104K	0.03%	0	13F-HR Timeline
Robinswood Financial LLC	1,471	$103K	0.04%	+23	13F-HR Timeline
Van Hulzen Asset Management, LLC	1,467	$103K	0.01%	new	13F-HR Timeline
Hemington Wealth Management	1,464	$102K	0.03%	+24	13F-HR Timeline
Salomon & Ludwin, LLC	1,448	$102K	0.01%	+137	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,429	$100K	0.01%	0	13F-HR Timeline
Centricity Wealth Management, LLC	1,422	$99.9K	0.09%		13F-HR Timeline
Sugar Maple Asset Management, LLC	1,411	$99.2K	0.08%	new	13F-HR Timeline
Minot DeBlois Advisors LLC	1,410	$99.1K	0.09%		13F-HR Timeline
Indiana Trust & Investment Management Co	1,407	$98.9K	0.03%	-389	13F-HR Timeline
Kopp Family Office, LLC	1,400	$98K	0.06%	0	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1,329	$93.4K	0.02%	0	13F-HR Timeline
Crews Bank & Trust	1,311	$92.1K	0.02%		13F-HR Timeline
Holos Integrated Wealth LLC	1,294	$90.9K	0.06%		13F-HR Timeline
Reyes Financial Architecture, Inc.	1,290	$90.7K	0.07%		13F-HR Timeline
Covestor Ltd	1,251	$88K	0.06%	+204	13F-HR Timeline
Citizens National Bank Trust Department	1,200	$84.3K	0.02%	0	13F-HR Timeline
Collier Financial	1,132	$79.6K	0.07%		13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	1,130	$79.4K	0.01%	0	13F-HR Timeline
Dunhill Financial, LLC	1,125	$79.1K	0.04%	0	13F-HR Timeline
Provenance Wealth Advisors, LLC	1,071	$75.3K	0.01%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	1,054	$74.1K	0.03%	0	13F-HR Timeline
Piscataqua Savings Bank	1,050	$73.8K	0.06%	0	13F-HR Timeline
Tacita Capital Inc	1,049	$73.7K	0.05%	-90	13F-HR Timeline
OAKWORTH CAPITAL, INC.	1,038	$73K	0.01%	0	13F-HR Timeline
Cliffwater LLC	1,036	$72.8K	0.02%	0	13F-HR Timeline
Redwood Park Advisors LLC	1,027	$72.2K	0.06%		13F-HR Timeline
GPS Wealth Strategies Group, LLC	1,026	$72.1K	0.01%	+3	13F-HR Timeline
SRH ADVISORS, LLC	1,026	$72.1K	0.02%	0	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	1,009	$70.9K	<0.01%	new	13F-HR Timeline
Transce3nd, LLC	989	$70.3K	0.02%		13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	990	$69.6K	0.01%	0	13F-HR Timeline Group
CarsonAllaria Wealth Management, Ltd.	922	$64.8K	0.04%	-7	13F-HR Timeline
Roxbury Financial LLC	867	$63.9K	0.06%		13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	879	$61.8K	0.01%	0	13F-HR Timeline
Longview Financial Advisors LLC	850	$59.7K	0.04%		13F-HR Timeline
SIERRA OCEAN, LLC	846	$59.5K	0.05%		13F-HR Timeline
PFS Partners, LLC	839	$59K	0.03%	+1	13F-HR Timeline
First Pacific Financial	813	$57.1K	0.01%	new	13F-HR Timeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd	801	$56.3K	0.02%		13F-HR Timeline Group
MRP Capital Investments, LLC	790	$55.5K	0.05%	0	13F-HR Timeline
Mainstream Capital Management LLC	786	$55.2K	0.04%	new	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	752	$52.9K	0.05%		13F-HR Timeline
IAG Wealth Partners, LLC	731	$51.4K	0.01%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	713	$50.1K	0.01%	0	13F-HR Timeline
Missouri Trust & Investment Co	700	$49.2K	0.02%	0	13F-HR Timeline
First PREMIER Bank	688	$48K	0.01%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	615	$48K	0.04%	0	13F-HR Timeline
MTM Investment Management, LLC	680	$47.8K	0.02%	new	13F-HR Timeline
Glen Eagle Advisors, LLC	676	$47.5K	0.01%	+473	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	674	$47.4K	0.03%		13F-HR Timeline
ATWOOD & PALMER INC	663	$46.6K	<0.01%	-1,416	13F-HR Timeline
SITTNER & NELSON, LLC	658	$46.2K	0.02%	0	13F-HR Timeline
Davis Capital Management	654	$46K	0.04%	0	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	633	$44.5K	<0.01%	-554	13F-HR Timeline Group
Moisand Fitzgerald Tamayo, LLC	622	$43.7K	0.01%	0	13F-HR Timeline
ARVEST INVESTMENTS, INC.	605	$42.5K	0.01%	new	13F-HR Timeline
WR Wealth Planners, LLC	592	$41.6K	0.01%	-418	13F-HR Timeline
Medallion Wealth Advisors, LLC	584	$41.1K	0.02%		13F-HR Timeline
Rice Partnership, LLC	582	$40.9K	0.01%	0	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	580	$40.8K	0.02%	-20	13F-HR Timeline
Main Street Group, LTD	570	$40.1K	0.01%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	549	$38.6K	0.01%		13F-HR Timeline Group
CRITERION CAPITAL ADVISORS, LLC	531	$38.6K	0.02%	0	13F-HR Timeline
Kimelman & Baird, LLC	542	$38.1K	<0.01%	0	13F-HR Timeline
AllSquare Wealth Management LLC	531	$37.3K	0.02%	0	13F-HR Timeline
Breakwater Investment Management	519	$36.5K	0.02%	new	13F-HR/A Timeline
Marshall & Sterling Wealth Advisors Inc.	514	$36.1K	0.02%		13F-HR Timeline
UNION SAVINGS BANK	501	$35.2K	0.02%	+142	13F-HR Timeline
FSA Wealth Management LLC	487	$34.2K	0.01%	+3	13F-HR Timeline
LEE DANNER & BASS INC	479	$33.7K	<0.01%	new	13F-HR Timeline
Financial Life Planners	472	$33.1K	0.03%		13F-HR Timeline
NFSG Corp	448	$31.5K	0.01%	-12	13F-HR Timeline
FIRST COMMUNITY TRUST NA	443	$31.1K	0.02%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	441	$31K	0.01%	-100	13F-HR Timeline
Kiely Wealth Advisory Group, Inc.	410	$30.5K	0.02%	0	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	427	$30K	0.03%		13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	419	$29K	0.01%	new	13F-HR Timeline
ARCADIA INVESTMENT ADVISORS LLC	397	$27.9K	0.02%	0	13F-HR Timeline
Integrity Financial Corp /WA	396	$27.8K	0.02%	+250	13F-HR Timeline
Hopwood Financial Services, Inc.	393	$27.6K	0.02%		13F-HR Timeline
Darwin Wealth Management, LLC	384	$27K	0.01%	+6	13F-HR/A Timeline
TUCKER ASSET MANAGEMENT LLC	383	$26.9K	<0.01%	-7	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	383	$26.9K	0.01%	+138	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	379	$26.6K	0.03%		13F-HR Timeline
Peoples Bank/KS	375	$26.4K	0.02%	0	13F-HR Timeline
Hanson & Doremus Investment Management	364	$26K	<0.01%	0	13F-HR Timeline
Cornerstone Planning Group LLC	350	$25.8K	0.01%	-71	13F-HR Timeline
Blume Capital Management, Inc.	350	$24.6K	0.01%	-127	13F-HR Timeline
Horizons Wealth Management	321	$22.6K	0.02%	0	13F-HR Timeline
Pacific Center for Financial Services	314	$22.1K	0.01%	0	13F-HR Timeline
AlphaMark Advisors, LLC	300	$21K	0.01%	0	13F-HR Timeline
ZynergyRetirementPlanningLLC	266	$20.8K	0.01%	0	13F-HR Timeline
Iron Horse Wealth Management, LLC	292	$20.5K	0.01%	0	13F-HR Timeline
CHAPMAN FINANCIAL GROUP, LLC	290	$20.4K	0.02%		13F-HR Timeline
Raleigh Capital Management Inc.	275	$19.4K	0.01%	+195	13F-HR Timeline
Anderson Financial Strategies, LLC	275	$19.3K	0.01%		13F-HR Timeline
Tower View Wealth Management LLC	263	$18.5K	0.01%	+89	13F-HR Timeline
New Millennium Group LLC	262	$18.4K	0.01%	new	13F-HR Timeline
United Community Bankin group United Community Bank	256	$18K	0.01%	new	13F-HR Timeline Group
Nemes Rush Group LLC	244	$17.2K	<0.01%	+238	13F-HR Timeline
Strengthening Families & Communities, L…	244	$17K	0.01%	+4	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	226	$15.9K	0.01%	+3	13F-HR Timeline
Castleview Partners, LLC	225	$15.8K	0.01%	+1	13F-HR/A Timeline
SJS Investment Consulting Inc.	222	$15.6K	<0.01%	0	13F-HR Timeline
Accredited Wealth Management, LLC	219	$15.4K	0.01%		13F-HR Timeline
Bullock Wealth Management Group	208	$14.6K	0.01%	0	13F-HR Timeline
Field & Main Bank	201	$14.1K	<0.01%	new	13F-HR Timeline
Promus Capital, LLC	200	$14.1K	0.01%		13F-HR/A Timeline
Financial Network Wealth Advisors LLC	197	$13.8K	0.03%	-45	13F-HR Timeline
McIlrath & Eck, LLC	191	$13.4K	<0.01%	+3	13F-HR Timeline
Perkins Coie Trust Co	190	$13.4K	<0.01%	-126	13F-HR Timeline
DUNCKER STREETT & CO INC	188	$13.2K	<0.01%	new	13F-HR Timeline
Bank & Trust Co	188	$13.2K	0.01%	0	13F-HR Timeline
NewSquare Capital LLC	179	$12.6K	<0.01%	new	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	178	$12.5K	<0.01%	0	13F-HR Timeline
CNB Bank	173	$12.2K	0.01%	0	13F-HR Timeline
Guardian Wealth Management, Inc.	166	$11.6K	0.01%	0	13F-HR Timeline
MB, LEVIS & ASSOCIATES, LLC	162	$11.4K	0.01%	+3	13F-HR Timeline
Hartford Financial Management Inc.	157	$11K	<0.01%	new	13F-HR Timeline
CURIO WEALTH, LLC	156	$11K	0.01%		13F-HR Timeline
CAPITAL & PLANNING, LLC	155	$10.9K	0.01%		13F-HR Timeline
Legacy Investment Solutions, LLC	134	$9.91K	0.01%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	134	$9.91K	0.01%	0	13F-HR Timeline Group
Park Square Financial Group, LLC	136	$9.56K	0.01%		13F-HR Timeline
Orion Capital Management LLC	131	$9.21K	<0.01%	new	13F-HR Timeline
Sellwood Investment Partners LLC	129	$9.07K	<0.01%		13F-HR Timeline
DecisionPoint Financial, LLC	128	$9K	<0.01%	0	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	122	$8.57K	0.01%		13F-HR Timeline
McClarren Financial Advisors, Inc.	122	$8K	0.02%	-45	13F-HR Timeline
PMV Capital Advisers, LLC	113	$7.94K	0.02%		13F-HR Timeline
Hilltop National Bank	108	$7.59K	<0.01%	0	13F-HR Timeline
Game Plan Financial Advisors, LLC	100	$7.03K	<0.01%	-83	13F-HR Timeline
Front Row Advisors LLC	100	$7.03K	<0.01%	0	13F-HR Timeline
Painted Porch Advisors LLC	100	$7.03K	<0.01%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	100	$7.03K	0.01%		13F-HR Timeline
SIMPLEX TRADING, LLC	103	$7K	<0.01%	-4,180	13F-HR Timeline
Prudent Man Investment Management, Inc.	99	$6.96K	<0.01%		13F-HR Timeline
Coston, McIsaac & Partners	81	$5K	<0.01%	0	13F-HR Timeline
ROSS\JOHNSON & Associates LLC	70	$4.94K	0.11%		13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	68	$4.78K	<0.01%	0	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	62	$4.36K	<0.01%	-225	13F-HR Timeline
COUNTRY TRUST BANK	60	$4.22K	<0.01%	0	13F-HR Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…	57	$4.01K	<0.01%	new	13F-HR Timeline
PITTENGER & ANDERSON INC	43	$3.02K	<0.01%	0	13F-HR Timeline
Sawyer & Company, Inc	40	$3K	<0.01%	0	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	41	$2.88K	<0.01%	-271	13F-HR Timeline Group
NEW WAVE WEALTH ADVISORS LLC	38	$2.67K	<0.01%	new	13F-HR Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP	37	$2.6K	<0.01%	0	13F-HR Timeline
Mountain Hill Investment Partners Corp.	36	$2.56K	<0.01%		13F-HR Timeline
Spurstone Advisory Services, LLC	34	$2.39K	0.05%		13F-HR Timeline
Clarity Asset Management, Inc.	30	$2.13K	<0.01%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	23	$2K	<0.01%	0	13F-HR Timeline
Atala Financial Inc	26	$1.83K	<0.01%		13F-HR Timeline
Winch Advisory Services, LLC	18	$1.29K	<0.01%	0	13F-HR Timeline
Ridgewood Investments LLC	16	$1.12K	<0.01%	0	13F-HR Timeline
RAELIPSKIE PARTNERSHIP	15	$1.05K	<0.01%	-147	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	1	$1K	<0.01%	-10	13F-HR Timeline Group
Marquette Asset Management, LLC	14	$984	<0.01%	new	13F-HR Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	10	$781	<0.01%	new	13F-HR Timeline Group
Capital A Wealth Management, LLC	11	$773	<0.01%		13F-HR Timeline
Kozak & Associates, Inc.	8	$583	<0.01%	0	13F-HR Timeline
Safe Harbor Fiduciary, LLC	4	$281	<0.01%	0	13F-HR Timeline
Ruedi Wealth Management, Inc.	4	$248	<0.01%	0	13F-HR Timeline
Bell Investment Advisors, Inc	2	$141	<0.01%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	1	$113	0.01%	-1,605	13F-HR Timeline
Members Trust Co	3,107,274	$218B		-9,860	13F-HR TimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Legacy Financial Group LLC	4,408	$310M		new	13F-HR TimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.